Main Topic Lens: Hyperscalers have gone from the asset light cash machines to asset heavy behemoths.” Author of Where's Your I don't think OpenAI exists in two and a half years.” For OpenAI to afford it's $300bn five year agreement with Oracle, they will have ...
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General Research Snapshot
All of the metrics are geared towards one thing, which is tokenmaxxing, spending as much as you can on tokens to use I don't think OpenAI exists in two and a half years.” For OpenAI to afford it's $300bn five year agreement with Oracle, they will have ...
General Main Takeaways
Hyperscalers have gone from the asset light cash machines to asset heavy behemoths.” Author of Where's Your We're basically saying the tech industry will double its revenue in four years that's an insane poison to hold, that money needs ... Every time you look for the supposed gold mine, you find someone just handing someone money instead of the gold coming out.
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Every time you look for the supposed gold mine, you find someone just handing someone money instead of the gold coming out. When it breaks, it's going to be an aggressive, horrifying turn because there are no fundamentals to fall back on here.” Author of ...
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- We're basically saying the tech industry will double its revenue in four years that's an insane poison to hold, that money needs ...
- All of the metrics are geared towards one thing, which is tokenmaxxing, spending as much as you can on tokens to use
- Hyperscalers have gone from the asset light cash machines to asset heavy behemoths.” Author of Where's Your
- Every time you look for the supposed gold mine, you find someone just handing someone money instead of the gold coming out.
- When it breaks, it's going to be an aggressive, horrifying turn because there are no fundamentals to fall back on here.” Author of ...
- I don't think OpenAI exists in two and a half years.” For OpenAI to afford it's $300bn five year agreement with Oracle, they will have ...
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